Creating Visual Workflows for New Opportunities

Creating and Editing New Workflows

You can create and edit automations using a visual workflow that deals with how new opportunities are created.

Creating Workflows

1. Click Automation > Visual Workflows in the left toolbar.
2. Click Create > Visual Workflow.
   
   

    

3. Enter a name for the workflow.
4. Click OK.
   
   
    
5. Click + Add > Trigger under Start or an applicable workflow branch.
   
   

    

6. Select the desired trigger, and configure its details.
   
   

The trigger you select will determine how the opportunity automation is initiated. Refer to the following help articles for more information on triggers:

• Understanding Triggers, Filters, and Actions in Automation
• Understanding Visual Workflow Branching
• Creating Visual Workflows

Editing Workflows

1. Click Automation > Visual Workflows in the left toolbar.
2. Click the Visual Workflows tab.
3. Click the Activity drop-down menu and select either Active or Inactive.
   • Note: A workflow's location in the Activity drop-down menu depends on whether it was previously set as Active.
   
4. Click the name of the desired workflow.

Creating New Opportunities via Automation

You can use visual workflows to generate new opportunity information and associate those new opportunities with a user or pipeline. Depending on the triggers and filters that you set within the automation, created opportunities can be placed on any available pipeline and at any available stage within that pipeline.

Note: Visual Workflows are available on Trial, Essential, Advanced, and Ultimate plans. Opportunity workflows and Sales Optimizer are available on Ultimate plans.

1. Click + Add > Action under the added trigger in the created workflow. 
2. Click create new opportunity under Sales Optimizer.
   • Important: These actions for new opportunities are available through visual workflows and not opportunity workflows.
     
      
3. Enter the desired lead owner's name in the Assign to lead owner text field.

4. Select one of the following Account Name options:

   • For new accounts, auto-generate the name
   • Use the following prefix plus a timestamp
5. If Use the following prefix plus a timestamp is selected, enter the desired prefix in the Example text field.
   
   
    

6. Enter the desired pipeline in the Pipeline text field.

7. Enter the desired stage in the Pipeline Stage field.

8. Select the initial opportunity status in the Status field:

   • Closed Won
   • Closed Lost
   • Open
   • Archived

9. Enter the monetary value of the opportunity in the Total Value field.

10. Enter a number for how long until the opportunity closes in the Number field.

11. Select the closing date unit of time from the Days drop-down menu.

12. Click OK.
    
    
     

13. Complete the workflow with other triggers, filters, delays, or actions. Once complete, toggle the workflow to Active.

Regarding Time Delays

If you want to schedule an event to occur a certain amount of time after the automation is triggered, you will need to add time delays to your reminder automation.

If there are no time delays attached to the relevant action, the action will be scheduled the same day the automation was triggered.

If there is a time delay attached to the action, the action will be scheduled a specified amount of time in the future from the time when the automation was triggered.

In addition, for certain actions—such as adding a sales task—to appear on an opportunity as a result of the Sales Optimizer, you must add a time delay to the workflow.

Questions?